What You Can Expect as a New Client at Fisher Investments

What to Expect as a New Client

FISHER INVESTMENTS AUSTRALIA®

Soft piano music plays.

A woman dressed in a grey sports blazer is featured. A fly-out in the lower left corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Group.

The fly-out disappears. The camera remains focused on Jill Hitchcock, occasionally changing angle.

The music lowers in volume.

Jill Hitchcock: When a new client hires Fisher Investments and joins our private client group, they can expect a very in-depth process of learning about their full financial situation.

 

 

 

Jill Hitchcock (continues): They'll meet their Investment Counsellor, who typically has anywhere from 5 to 30 years of industry experience. And their Investment Counsellor will work closely with them to understand the full scope of their financial situation, as well as what they need these assets to achieve over what period of time?

We're going to start off by helping them set up an account at one of our custodians. These are big, well-known firms such as Charles Schwab or Fidelity or UBS. And in fact, one of the key elements that a potential client should look for when they're looking for an investment advisor is the separation of money management and custody. We don't ever take custody of assets. So, we're going to help the client set up that account and we're going to go through an extensive process learning and understanding a client's full personal and financial situation in order to make an asset allocation recommendation for them. We're going to go through that recommendation with them in detail, explaining exactly what we're going to do and how we think that gives them the highest likelihood of achieving their goals. And only when the client is comfortable with that recommended approach will we actually move forward with the implementation of their new portfolio.

The screen wipes to reveal text:

FISHER INVESTMENTS AUSTRALIA®

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance. This document constitutes the general views of Fisher Investments Australia as of the date of this document. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein.

The music increases in volume and continues to play.

New text is revealed:

FISHER INVESTMENTS AUSTRALIA®

Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Any commentary regarding strategy or performance reflects our Global Total Return strategy that is benchmarked to the MSCI World Index. Given different objectives and circumstances, clients may have different benchmarks and client accounts may not contain all elements of any strategy discussed here. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The music continues to play.

The screen fades to black.

The music fades out.